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Globe Life（GL）与TransDigm Group（TDG）财务数据对比。点击上方公司名可切换其他公司
TransDigm Group的季度营收约是Globe Life的1.5倍（$2.3B vs $1.6B），TransDigm Group净利率更高（19.5% vs 17.3%，领先2.1%），TransDigm Group同比增速更快（13.9% vs 5.3%），过去两年TransDigm Group的营收复合增速更高（9.1% vs 4.1%）
Globe Life Inc.（股票代码：GL）是总部位于美国得克萨斯州麦金尼的金融服务控股公司，在纽约证券交易所上市，通过旗下全资子公司开展业务，主营人寿保险、年金产品及补充健康保险产品。
TransDigm Group是总部位于美国俄亥俄州克利夫兰的上市航空航天制造企业，1993年由私募股权机构通过杠杆收购整合四家工业航空企业组建而成。公司专注于研发生产定制化航空航天部件，多年来通过多起收购持续拓展自身产品矩阵。
GL vs TDG — 直观对比
营收规模更大
TDG
是对方的1.5倍
$1.6B
营收增速更快
TDG
高出8.6%
5.3%
净利率更高
TDG
高出2.1%
17.3%
两年增速更快
TDG
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.3B |
| 净利润 | $270.5M | $445.0M |
| 毛利率 | — | 59.2% |
| 营业利润率 | — | 45.6% |
| 净利率 | 17.3% | 19.5% |
| 营收同比 | 5.3% | 13.9% |
| 净利润同比 | 6.3% | -9.7% |
| 每股收益（稀释后） | $3.39 | $6.62 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收GLTDG
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.4B | $2.0B |
净利润GLTDG
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $445.0M | ||
| Q3 25 | $387.8M | $610.0M | ||
| Q2 25 | $252.7M | $492.0M | ||
| Q1 25 | $254.6M | $479.0M | ||
| Q4 24 | $255.2M | $493.0M | ||
| Q3 24 | $303.0M | $468.0M | ||
| Q2 24 | $258.4M | $461.0M |
毛利率GLTDG
| Q1 26 | — | — | ||
| Q4 25 | — | 59.2% | ||
| Q3 25 | — | 60.3% | ||
| Q2 25 | — | 59.5% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 61.6% | ||
| Q3 24 | 26.1% | 57.5% | ||
| Q2 24 | 23.3% | 59.6% |
营业利润率GLTDG
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 45.6% | ||
| Q3 25 | 31.5% | 47.6% | ||
| Q2 25 | 21.2% | 46.4% | ||
| Q1 25 | 21.4% | 46.1% | ||
| Q4 24 | 21.3% | 48.6% | ||
| Q3 24 | 26.3% | 43.1% | ||
| Q2 24 | 23.5% | 45.7% |
净利率GLTDG
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 19.5% | ||
| Q3 25 | 25.6% | 25.0% | ||
| Q2 25 | 17.1% | 22.0% | ||
| Q1 25 | 17.2% | 22.3% | ||
| Q4 24 | 17.4% | 24.6% | ||
| Q3 24 | 20.8% | 21.4% | ||
| Q2 24 | 17.9% | 22.5% |
每股收益（稀释后）GLTDG
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $6.62 | ||
| Q3 25 | $4.73 | $7.75 | ||
| Q2 25 | $3.05 | $8.47 | ||
| Q1 25 | $3.01 | $8.24 | ||
| Q4 24 | $3.00 | $7.62 | ||
| Q3 24 | $3.44 | $5.82 | ||
| Q2 24 | $2.83 | $7.96 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $183.8M | $2.5B |
| 总债务越低越好 | — | $29.2B |
| 股东权益账面价值 | $6.1B | $-9.3B |
| 总资产 | — | $23.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GLTDG
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $2.5B | ||
| Q3 25 | $62.8M | $2.8B | ||
| Q2 25 | $116.7M | $2.8B | ||
| Q1 25 | $134.1M | $2.4B | ||
| Q4 24 | $85.0M | $2.5B | ||
| Q3 24 | $100.5M | $6.3B | ||
| Q2 24 | $100.6M | $3.4B |
总债务GLTDG
| Q1 26 | — | — | ||
| Q4 25 | — | $29.2B | ||
| Q3 25 | — | $29.2B | ||
| Q2 25 | — | $24.3B | ||
| Q1 25 | — | $24.3B | ||
| Q4 24 | — | $24.3B | ||
| Q3 24 | — | $24.3B | ||
| Q2 24 | — | $21.4B |
股东权益GLTDG
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $-9.3B | ||
| Q3 25 | $5.7B | $-9.7B | ||
| Q2 25 | $5.4B | $-5.0B | ||
| Q1 25 | $5.4B | $-5.7B | ||
| Q4 24 | $5.3B | $-6.3B | ||
| Q3 24 | $4.6B | $-6.3B | ||
| Q2 24 | $5.2B | $-2.5B |
总资产GLTDG
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $23.8B | ||
| Q3 25 | $30.5B | $22.9B | ||
| Q2 25 | $29.8B | $22.7B | ||
| Q1 25 | $29.7B | $21.9B | ||
| Q4 24 | $29.1B | $21.5B | ||
| Q3 24 | $29.6B | $25.6B | ||
| Q2 24 | $28.3B | $21.8B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $832.0M |
| 自由现金流经营现金流 - 资本支出 | — | $772.0M |
| 自由现金流率自由现金流/营收 | — | 33.8% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.9B |
8季度趋势，按日历期对齐
经营现金流GLTDG
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $832.0M | ||
| Q3 25 | $306.0M | $507.0M | ||
| Q2 25 | $307.9M | $631.0M | ||
| Q1 25 | $431.9M | $148.0M | ||
| Q4 24 | $336.9M | $752.0M | ||
| Q3 24 | $340.6M | $572.0M | ||
| Q2 24 | $374.1M | $608.0M |
自由现金流GLTDG
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $772.0M | ||
| Q3 25 | $208.7M | $441.0M | ||
| Q2 25 | $295.0M | $573.0M | ||
| Q1 25 | $420.1M | $92.0M | ||
| Q4 24 | $321.9M | $710.0M | ||
| Q3 24 | $311.3M | $531.0M | ||
| Q2 24 | $356.5M | $568.0M |
自由现金流率GLTDG
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 33.8% | ||
| Q3 25 | 13.8% | 18.1% | ||
| Q2 25 | 19.9% | 25.6% | ||
| Q1 25 | 28.4% | 4.3% | ||
| Q4 24 | 22.0% | 35.4% | ||
| Q3 24 | 21.4% | 24.3% | ||
| Q2 24 | 24.8% | 27.8% |
资本支出强度GLTDG
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 2.6% | ||
| Q3 25 | 6.4% | 2.7% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | 0.8% | 2.6% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 2.0% | 1.9% | ||
| Q2 24 | 1.2% | 2.0% |
现金转化率GLTDG
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.87× | ||
| Q3 25 | 0.79× | 0.83× | ||
| Q2 25 | 1.22× | 1.28× | ||
| Q1 25 | 1.70× | 0.31× | ||
| Q4 24 | 1.32× | 1.53× | ||
| Q3 24 | 1.12× | 1.22× | ||
| Q2 24 | 1.45× | 1.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
TDG
| Airframe | $1.0B | 45% |
| Defense | $603.0M | 26% |
| Commercial Aftermarket | $368.0M | 16% |
| Commercial OEM | $253.0M | 11% |
| Non Aviation Related Business | $40.0M | 2% |
